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APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 401k Plan overview

Plan NameAPPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN
Plan identification number 001

APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APPLIED MEDICAL RESOURCES CORP. has sponsored the creation of one or more 401k plans.

Company Name:APPLIED MEDICAL RESOURCES CORP.
Employer identification number (EIN):330269393
NAIC Classification:339110

Additional information about APPLIED MEDICAL RESOURCES CORP.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1987-10-02
Company Identification Number: C1597659
Legal Registered Office Address: 22872 Avenida Empresa

Rancho Santa Margarita
United States of America (USA)
92688

More information about APPLIED MEDICAL RESOURCES CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HANY LOUIS2024-10-11
0012022-01-01HANY LOUIS2023-10-16
0012021-01-01HANY LOUIS2022-10-12
0012020-01-01HANY LOUIS2021-10-13
0012019-01-01HANY LOUIS2020-10-14
0012018-01-01SAMIR TALL2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SAMIR TALL
0012013-01-01SAMIR TALL
0012012-01-01SAMIR TALL
0012011-01-01SAMIR TALL
0012010-01-01SAMIR TALL
0012009-01-01SAMIR TALL

Plan Statistics for APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN

401k plan membership statisitcs for APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN

Measure Date Value
2023: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,816
Total number of active participants reported on line 7a of the Form 55002023-01-013,768
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01847
Total of all active and inactive participants2023-01-014,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-014,617
Number of participants with account balances2023-01-014,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01450
2022: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,846
Total number of active participants reported on line 7a of the Form 55002022-01-013,779
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01694
Total of all active and inactive participants2022-01-014,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-014,476
Number of participants with account balances2022-01-014,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,790
Total number of active participants reported on line 7a of the Form 55002021-01-013,103
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01533
Total of all active and inactive participants2021-01-013,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-013,639
Number of participants with account balances2021-01-013,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,545
Total number of active participants reported on line 7a of the Form 55002020-01-013,288
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01473
Total of all active and inactive participants2020-01-013,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-013,766
Number of participants with account balances2020-01-013,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,562
Total number of active participants reported on line 7a of the Form 55002019-01-013,019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01365
Total of all active and inactive participants2019-01-013,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,387
Number of participants with account balances2019-01-012,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,339
Total number of active participants reported on line 7a of the Form 55002018-01-012,965
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01470
Total of all active and inactive participants2018-01-013,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,437
Number of participants with account balances2018-01-012,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,989
Total number of active participants reported on line 7a of the Form 55002017-01-012,778
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01375
Total of all active and inactive participants2017-01-013,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,153
Number of participants with account balances2017-01-012,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,564
Total number of active participants reported on line 7a of the Form 55002016-01-012,549
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01314
Total of all active and inactive participants2016-01-012,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,863
Number of participants with account balances2016-01-011,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,452
Total number of active participants reported on line 7a of the Form 55002015-01-012,299
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01265
Total of all active and inactive participants2015-01-012,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,564
Number of participants with account balances2015-01-011,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,209
Total number of active participants reported on line 7a of the Form 55002014-01-012,243
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01209
Total of all active and inactive participants2014-01-012,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,452
Number of participants with account balances2014-01-011,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,018
Total number of active participants reported on line 7a of the Form 55002013-01-012,022
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-012,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,209
Number of participants with account balances2013-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,706
Total number of active participants reported on line 7a of the Form 55002012-01-011,916
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,018
Number of participants with account balances2012-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,464
Total number of active participants reported on line 7a of the Form 55002011-01-011,566
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01140
Total of all active and inactive participants2011-01-011,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,706
Number of participants with account balances2011-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,241
Total number of active participants reported on line 7a of the Form 55002010-01-011,351
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01113
Total of all active and inactive participants2010-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,464
Number of participants with account balances2010-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,069
Total number of active participants reported on line 7a of the Form 55002009-01-011,144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-011,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,241
Number of participants with account balances2009-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN

Measure Date Value
2023 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$55,667,081
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,450,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,256,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$27,907,303
Value of total assets at end of year2023-12-31$187,497,289
Value of total assets at beginning of year2023-12-31$145,280,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$193,819
Total interest from all sources2023-12-31$177,444
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,337,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,337,418
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$20,760,749
Participant contributions at end of year2023-12-31$2,985,972
Participant contributions at beginning of year2023-12-31$2,256,190
Participant contributions at end of year2023-12-31$9,918
Participant contributions at beginning of year2023-12-31$3,365
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,014,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$42,216,311
Value of net assets at end of year (total assets less liabilities)2023-12-31$187,497,289
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$145,280,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$165,535,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$125,414,988
Income. Interest from loans (other than to participants)2023-12-31$177,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$13,833,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$12,641,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$23,244,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,132,460
Employer contributions (assets) at end of year2023-12-31$5,132,283
Employer contributions (assets) at beginning of year2023-12-31$4,964,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,256,951
Contract administrator fees2023-12-31$193,819
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MARCUM LLP
Accountancy firm EIN2023-12-31111986323
2022 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,457,477
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,504,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,321,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,093,316
Value of total assets at end of year2022-12-31$145,280,978
Value of total assets at beginning of year2022-12-31$158,242,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,131
Total interest from all sources2022-12-31$123,864
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,188,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,188,159
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,995,285
Participant contributions at end of year2022-12-31$2,256,190
Participant contributions at beginning of year2022-12-31$2,221,317
Participant contributions at end of year2022-12-31$3,365
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,133,277
Other income not declared elsewhere2022-12-31$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,961,573
Value of net assets at end of year (total assets less liabilities)2022-12-31$145,280,978
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$158,242,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$125,414,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$139,046,945
Interest on participant loans2022-12-31$123,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,641,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,496,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,863,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,964,754
Employer contributions (assets) at end of year2022-12-31$4,964,735
Employer contributions (assets) at beginning of year2022-12-31$6,478,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,321,965
Contract administrator fees2022-12-31$182,131
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$45,337,114
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,781,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,473,310
Value of total corrective distributions2021-12-31$173,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,727,950
Value of total assets at end of year2021-12-31$158,242,551
Value of total assets at beginning of year2021-12-31$123,687,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,658
Total interest from all sources2021-12-31$120,448
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,074,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,074,740
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$17,696,611
Participant contributions at end of year2021-12-31$2,221,317
Participant contributions at beginning of year2021-12-31$1,862,823
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,885
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,535,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$34,555,298
Value of net assets at end of year (total assets less liabilities)2021-12-31$158,242,551
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,687,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$139,046,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,134,216
Interest on participant loans2021-12-31$120,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,496,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,688,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,413,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,495,911
Employer contributions (assets) at end of year2021-12-31$6,478,009
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,473,310
Contract administrator fees2021-12-31$134,658
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LTSP, INC.
Accountancy firm EIN2021-12-31953864908
2020 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,918
Total income from all sources (including contributions)2020-12-31$30,882,502
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,248,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,823,657
Value of total corrective distributions2020-12-31$323,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,026,840
Value of total assets at end of year2020-12-31$123,687,253
Value of total assets at beginning of year2020-12-31$100,061,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,939
Total interest from all sources2020-12-31$112,106
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,104,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,104,473
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,088,766
Participant contributions at end of year2020-12-31$1,862,823
Participant contributions at beginning of year2020-12-31$1,615,316
Participant contributions at end of year2020-12-31$1,885
Participant contributions at beginning of year2020-12-31$493
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$931,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,918
Other income not declared elsewhere2020-12-31$3,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,634,210
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,687,253
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,053,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$112,134,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,713,049
Interest on participant loans2020-12-31$112,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,688,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,964,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,635,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,117
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,768,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,823,657
Contract administrator fees2020-12-31$100,939
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LTSP, INC.
Accountancy firm EIN2020-12-31953864890
2019 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$31,906,963
Total income from all sources (including contributions)2019-12-31$31,906,963
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,746,952
Total of all expenses incurred2019-12-31$8,746,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,380,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,380,574
Value of total corrective distributions2019-12-31$232,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,250,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,250,756
Value of total assets at end of year2019-12-31$100,061,961
Value of total assets at end of year2019-12-31$100,061,961
Value of total assets at beginning of year2019-12-31$76,893,032
Value of total assets at beginning of year2019-12-31$76,893,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,317
Total interest from all sources2019-12-31$103,104
Total interest from all sources2019-12-31$103,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,528,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,528,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,528,765
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,528,765
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,959,975
Contributions received from participants2019-12-31$11,959,975
Participant contributions at end of year2019-12-31$1,615,316
Participant contributions at end of year2019-12-31$1,615,316
Participant contributions at beginning of year2019-12-31$1,397,522
Participant contributions at beginning of year2019-12-31$1,397,522
Participant contributions at end of year2019-12-31$493
Participant contributions at end of year2019-12-31$493
Participant contributions at beginning of year2019-12-31$25
Participant contributions at beginning of year2019-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$522,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$522,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$42,648
Other income not declared elsewhere2019-12-31$42,648
Administrative expenses (other) incurred2019-12-31$209
Administrative expenses (other) incurred2019-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,160,011
Value of net income/loss2019-12-31$23,160,011
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,053,043
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,053,043
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,893,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,808
Investment advisory and management fees2019-12-31$42,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,713,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,713,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,210,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,210,751
Interest on participant loans2019-12-31$103,104
Interest on participant loans2019-12-31$103,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,964,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,964,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,598,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,598,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,981,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,981,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,768,349
Contributions received in cash from employer2019-12-31$1,768,349
Employer contributions (assets) at end of year2019-12-31$1,768,349
Employer contributions (assets) at end of year2019-12-31$1,768,349
Employer contributions (assets) at beginning of year2019-12-31$1,686,298
Employer contributions (assets) at beginning of year2019-12-31$1,686,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,380,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,380,574
Contract administrator fees2019-12-31$91,300
Contract administrator fees2019-12-31$91,300
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LTSP, INC.
Accountancy firm EIN2019-12-31953864890
Accountancy firm EIN2019-12-31953864890
2018 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,804
Total income from all sources (including contributions)2018-12-31$9,504,095
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,045,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,824,446
Value of total corrective distributions2018-12-31$220,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,505,347
Value of total assets at end of year2018-12-31$76,893,032
Value of total assets at beginning of year2018-12-31$73,454,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$67,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,395,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,395,440
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,658,980
Participant contributions at end of year2018-12-31$1,397,522
Participant contributions at beginning of year2018-12-31$1,017,706
Participant contributions at end of year2018-12-31$25
Participant contributions at beginning of year2018-12-31$32
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,160,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$225
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$94
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,458,828
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,893,032
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,434,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,210,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$63,930,887
Interest on participant loans2018-12-31$67,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,598,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,164,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,464,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,686,298
Employer contributions (assets) at end of year2018-12-31$1,686,298
Employer contributions (assets) at beginning of year2018-12-31$1,340,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,824,221
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LTSP, INC.
Accountancy firm EIN2018-12-31953864890
2017 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,575
Total income from all sources (including contributions)2017-12-31$21,525,330
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,996,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,910,672
Value of total corrective distributions2017-12-31$63,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,353,734
Value of total assets at end of year2017-12-31$73,454,008
Value of total assets at beginning of year2017-12-31$55,915,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,429
Total interest from all sources2017-12-31$120,671
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,457,163
Participant contributions at end of year2017-12-31$1,017,706
Participant contributions at beginning of year2017-12-31$938,565
Participant contributions at end of year2017-12-31$32
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,556,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$94
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$19,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,575
Other income not declared elsewhere2017-12-31$26
Administrative expenses (other) incurred2017-12-31$22,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,528,537
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,434,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,905,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$63,930,887
Value of interest in pooled separate accounts at beginning of year2017-12-31$47,581,863
Interest on participant loans2017-12-31$48,557
Interest earned on other investments2017-12-31$72,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,164,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,283,993
Net investment gain/loss from pooled separate accounts2017-12-31$10,050,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,340,511
Employer contributions (assets) at end of year2017-12-31$1,340,511
Employer contributions (assets) at beginning of year2017-12-31$1,110,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,910,672
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LTSP, INC.
Accountancy firm EIN2017-12-31953864890
2016 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,642
Total income from all sources (including contributions)2016-12-31$13,152,857
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,300,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,281,443
Value of total corrective distributions2016-12-31$5,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,636,588
Value of total assets at end of year2016-12-31$55,915,242
Value of total assets at beginning of year2016-12-31$46,061,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,317
Total interest from all sources2016-12-31$114,437
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,249,135
Participant contributions at end of year2016-12-31$938,565
Participant contributions at beginning of year2016-12-31$881,034
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$150
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,276,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,642
Other income not declared elsewhere2016-12-31$9,512
Administrative expenses (other) incurred2016-12-31$13,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,852,492
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,905,667
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,053,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$47,581,863
Value of interest in pooled separate accounts at beginning of year2016-12-31$39,541,187
Interest on participant loans2016-12-31$47,205
Interest earned on other investments2016-12-31$67,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,283,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,200,348
Net investment gain/loss from pooled separate accounts2016-12-31$3,392,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,110,821
Employer contributions (assets) at end of year2016-12-31$1,110,821
Employer contributions (assets) at beginning of year2016-12-31$439,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,281,443
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LTSP, INC.
Accountancy firm EIN2016-12-31953864890
2015 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,735,302
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,963,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,886,427
Value of total corrective distributions2015-12-31$66,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,606,504
Value of total assets at end of year2015-12-31$46,061,817
Value of total assets at beginning of year2015-12-31$42,281,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,967
Total interest from all sources2015-12-31$106,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,877,736
Participant contributions at end of year2015-12-31$881,034
Participant contributions at beginning of year2015-12-31$917,172
Participant contributions at end of year2015-12-31$150
Participant contributions at beginning of year2015-12-31$224
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,289,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$8,552
Administrative expenses (other) incurred2015-12-31$10,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,771,576
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,053,175
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,281,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$39,541,187
Value of interest in pooled separate accounts at beginning of year2015-12-31$36,259,394
Interest on participant loans2015-12-31$49,619
Interest earned on other investments2015-12-31$56,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,200,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,693,458
Net investment gain/loss from pooled separate accounts2015-12-31$13,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$439,098
Employer contributions (assets) at end of year2015-12-31$439,098
Employer contributions (assets) at beginning of year2015-12-31$411,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,886,427
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LTSP, INC.
Accountancy firm EIN2015-12-31953864890
2014 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,448,302
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,045,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,901,102
Value of total corrective distributions2014-12-31$139,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,198,604
Value of total assets at end of year2014-12-31$42,281,599
Value of total assets at beginning of year2014-12-31$34,879,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,360
Total interest from all sources2014-12-31$93,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,223,760
Participant contributions at end of year2014-12-31$917,172
Participant contributions at beginning of year2014-12-31$637,838
Participant contributions at end of year2014-12-31$224
Participant contributions at beginning of year2014-12-31$684
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,563,933
Administrative expenses (other) incurred2014-12-31$5,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,402,545
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,281,599
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,879,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$36,259,394
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,697,100
Interest on participant loans2014-12-31$37,823
Interest earned on other investments2014-12-31$55,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,693,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,174,839
Net investment gain/loss from pooled separate accounts2014-12-31$2,156,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$410,911
Employer contributions (assets) at end of year2014-12-31$411,351
Employer contributions (assets) at beginning of year2014-12-31$368,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,901,102
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2014-12-31953864890
2013 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,197,607
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,833,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,814,566
Value of total corrective distributions2013-12-31$13,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,290,527
Value of total assets at end of year2013-12-31$34,879,054
Value of total assets at beginning of year2013-12-31$25,514,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,294
Total interest from all sources2013-12-31$69,360
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,589,221
Participant contributions at end of year2013-12-31$637,838
Participant contributions at beginning of year2013-12-31$485,820
Participant contributions at end of year2013-12-31$684
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$332,713
Administrative expenses (other) incurred2013-12-31$5,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,364,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,879,054
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,514,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$29,697,100
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,961,249
Interest on participant loans2013-12-31$27,079
Interest earned on other investments2013-12-31$42,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,174,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,721,266
Net investment gain/loss from pooled separate accounts2013-12-31$5,837,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$368,593
Employer contributions (assets) at end of year2013-12-31$368,593
Employer contributions (assets) at beginning of year2013-12-31$346,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,814,566
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2013-12-31953864890
2012 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,556,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,851,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,831,857
Value of total corrective distributions2012-12-31$17,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,001,726
Value of total assets at end of year2012-12-31$25,514,459
Value of total assets at beginning of year2012-12-31$19,809,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,325
Total interest from all sources2012-12-31$63,758
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,399,078
Participant contributions at end of year2012-12-31$485,820
Participant contributions at beginning of year2012-12-31$549,235
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$256,524
Other income not declared elsewhere2012-12-31$1,127
Administrative expenses (other) incurred2012-12-31$2,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,704,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,514,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,809,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$21,961,249
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,480,643
Interest on participant loans2012-12-31$27,641
Interest earned on other investments2012-12-31$36,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,721,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,484,793
Net investment gain/loss from pooled separate accounts2012-12-31$2,489,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$346,124
Employer contributions (assets) at end of year2012-12-31$346,124
Employer contributions (assets) at beginning of year2012-12-31$294,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,831,857
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2012-12-31953864890
2011 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,699,970
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,012,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,010,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,156,484
Value of total assets at end of year2011-12-31$19,809,908
Value of total assets at beginning of year2011-12-31$17,122,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,175
Total interest from all sources2011-12-31$67,965
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,706,940
Participant contributions at end of year2011-12-31$549,235
Participant contributions at beginning of year2011-12-31$523,935
Assets. Other investments not covered elsewhere at end of year2011-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$154,907
Other income not declared elsewhere2011-12-31$1,162
Administrative expenses (other) incurred2011-12-31$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,687,406
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,809,908
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,122,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$16,480,643
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,542,002
Interest on participant loans2011-12-31$30,170
Interest earned on other investments2011-12-31$37,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,484,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,813,022
Net investment gain/loss from pooled separate accounts2011-12-31$-525,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$294,637
Employer contributions (assets) at end of year2011-12-31$294,637
Employer contributions (assets) at beginning of year2011-12-31$243,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,010,389
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2011-12-31953864890
2010 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,207,726
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$871,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$869,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,486,393
Value of total assets at end of year2010-12-31$17,122,502
Value of total assets at beginning of year2010-12-31$12,786,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,175
Total interest from all sources2010-12-31$59,729
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,113,288
Participant contributions at end of year2010-12-31$523,935
Participant contributions at beginning of year2010-12-31$277,387
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$129,562
Administrative expenses (other) incurred2010-12-31$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,336,249
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,122,502
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,786,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$14,542,002
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,873,279
Interest on participant loans2010-12-31$19,315
Interest earned on other investments2010-12-31$40,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,813,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,423,614
Net investment gain/loss from pooled separate accounts2010-12-31$1,661,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$243,543
Employer contributions (assets) at end of year2010-12-31$243,543
Employer contributions (assets) at beginning of year2010-12-31$211,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$869,302
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2010-12-31953864890
2009 : APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN

2023: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered4617
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered4476
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered3639
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered3288
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered3019
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered2835
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,039
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,039
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered2358
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $57,147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,147
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered1416
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42,794
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,794
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered1299
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $54,286
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,286
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered1097
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $49,999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,999
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered976
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,373
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,373
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered838
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $37,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92084-01
Policy instance 1
Insurance contract or identification number92084-01
Number of Individuals Covered724
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28,727
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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